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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,915 | $92,743-37.6% | $82,744-30.0% | $134,532-57.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -15.62% | 946.63%-962.2pp | 702.22%-717.8pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,421 | $3,273-26.0% | $3,008-19.5% | $4,741-48.9% |
| Participant deferral / active EE | $3,103 | $4,802-35.4% | $4,395-29.4% | $6,401-51.5% |
| Admin fee / account holder | $2,614 | $5,977-56.3% | $5,325-50.9% | $11,429-77.1% |